Company: Massey Wright Wills Location / Address: Manchester, Lancashire, Merseyside, Cheshire I have been a financial services professional for more than 30 years. My main roles were Financial Adviser and Area manager working for a large insurance and investment company. I also worked for two high street banks as an investment and inheritance tax adviser….
Company: Massey Wright Wills
Location / Address: Manchester, Lancashire, Merseyside, Cheshire
I have been a financial services professional for more than 30 years.
My main roles were Financial Adviser and Area manager working for a large
insurance and investment company.
I also worked for two high street banks as an investment and inheritance tax
adviser.
I started my own financial services business in 2004 and grew this to 3 branches
and over 30 staff before selling the business in 2020.
My areas of specialty were retirement and inheritance planning and I am qualified to
level 6.
Helping people with their wills and estate planning by ensuring they have all the
information needed to make the right choices is a natural progression from the work
I have done with clients over many years.
